+0.7%
SYY vs VLTO
-9.1%
+9.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -2.8% | -1.6% | -1.2% | -2.5% |
| 30D | -5.3% | -2.9% | -2.4% | -4.9% |
| 3M | +5.1% | +12.7% | -7.6% | +3.3% |
| 6M | -5.0% | +1.6% | -6.6% | -5.4% |
| YTD | +10.7% | -4.0% | +14.7% | +10.9% |
| 1Y | +0.7% | -10.2% | +10.8% | +3.5% |
| All | +0.7% | -9.1% | +9.8% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling